{"id":4208,"date":"2021-08-23T19:00:33","date_gmt":"2021-08-23T13:30:33","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=4208"},"modified":"2024-12-13T14:27:47","modified_gmt":"2024-12-13T08:57:47","slug":"autoschedule-route-for-selected-record-using-mappyfield-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/","title":{"rendered":"Autoschedule Route for Selected Record using MappyField 365"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/#Step_1_Navigate_to_Map\" >Step 1: Navigate to Map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/#Step_2_Plot_the_records_on_the_map\" >Step 2: Plot the records on the map\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/#Step_3_Show_Data_Grid\" >Step 3: Show Data Grid<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/#Step_4_Auto_Scheduling\" >Step 4: Auto Scheduling<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/#Step_5_Save_Scheduled_Route\" >Step 5: Save Scheduled Route<\/a><\/li><\/ul><\/nav><\/div>\n<p><span style=\"font-weight: 400;\">Smooth operations are a winning factor of any sales team and achieving this is not easy. There are too many things that can go wrong and too many ways get sidetracked from your goals. But with the right tool, your sales team might just get the boost they need. This is where MappyField 365 comes in.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a sales or technical manager, you need to manage tasks and allot them to the executive\/reps for fieldwork. (i.e. Sales Demo or Technical support\/maintenance).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When plenty of sales inquiries\/technical maintenance is required, it is not possible to meet each of them in just one day. So the manager is required to create and manage the schedule of the sales demo activity or appointments for technical maintenance for the team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With AppJetty\u2019s <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField 365<\/a>, you have the Auto Scheduling functionality to schedule your meetings and appointments area wise. It provides auto route schedule optimization using the SPF algorithm. (Shortest Path First).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For auto-scheduling the route for f visits in MappyField 365, follow the below steps:<\/span><\/p>\n<ul class=\"bullet\">\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Navigate to MappyField 365<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Plot the records on the map<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Open Data Grid<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Records and Auto-Schedule<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Insert the visit timings and other related details.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Schedule Routes for the selected records on the map<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Save the scheduled route for future use<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_Map\"><\/span><b>Step 1: Navigate to Map<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Select \u201cMappyField 365\u201d from the Dynamics 365 dashboard <\/span><i><span style=\"font-weight: 400;\">or<\/span><\/i><span style=\"font-weight: 400;\"> app list from the header.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4212 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/1..png\" alt=\"MappyField 365\" width=\"1351\" height=\"647\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/1..png 1351w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/1.-1022x489.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/1.-768x368.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/1.-300x144.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/1.-1024x490.png 1024w\" sizes=\"auto, (max-width: 1351px) 100vw, 1351px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_the_records_on_the_map\"><\/span><b>Step 2: Plot the records on the map\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">By selecting the \u2018Entity\u2019 and its \u2018View\u2019, plot the records on the map. Here the Appointments entity is selected.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4213 size-full\" title=\"MappyField 365\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/2..png\" alt=\"MappyField 365\" width=\"1422\" height=\"754\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/2..png 1422w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/2.-1022x542.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/2.-768x407.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/2.-300x159.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/2.-1024x543.png 1024w\" sizes=\"auto, (max-width: 1422px) 100vw, 1422px\" \/><\/p>\n<p>MappyField 365<\/p>\n<p><span style=\"font-weight: 400;\">After selecting the entity, click on the <\/span><b>Search <\/b><span style=\"font-weight: 400;\">button<\/span> <span style=\"font-weight: 400;\">to plot all the account records on the map.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Show_Data_Grid\"><\/span><b>Step 3: Show Data Grid<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4214 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/3..png\" alt=\"\" width=\"1426\" height=\"758\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/3..png 1426w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/3.-1022x543.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/3.-768x408.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/3.-300x159.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/3.-1024x544.png 1024w\" sizes=\"auto, (max-width: 1426px) 100vw, 1426px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After plotting the appointment records on the map, you can schedule visits to the appointments. You will find the <\/span><b>Auto Scheduling<\/b><span style=\"font-weight: 400;\"> option from the Data Grid. To see the data grid, click on <\/span><b>Show Data<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on <\/span><b>Show Data<\/b><span style=\"font-weight: 400;\">, the data grid will appear. In the data grid, you will find the list of the entity records which are plotted on the map.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Select the appointments for which you want to schedule the meetings using Auto Scheduling.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4215 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/4..png\" alt=\"MappyField 365\" width=\"1413\" height=\"750\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/4..png 1413w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/4.-1022x542.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/4.-768x408.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/4.-300x159.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/4.-1024x544.png 1024w\" sizes=\"auto, (max-width: 1413px) 100vw, 1413px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on the \u2018Auto Scheduling\u2019 icon, first, you will get the warning message for removing all the plotted records from the map.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4216 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/5..png\" alt=\"MappyField 365\" width=\"369\" height=\"213\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/5..png 369w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/5.-300x173.png 300w\" sizes=\"auto, (max-width: 369px) 100vw, 369px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on the <\/span><b>OK<\/b><span style=\"font-weight: 400;\"> button, It will open the Auto Scheduling panel from the right side from where you can schedule the meetings &amp; the routes.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4217 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/6..png\" alt=\"MappyField 365\" width=\"1416\" height=\"754\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/6..png 1416w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/6.-1022x544.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/6.-768x409.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/6.-300x160.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/6.-1024x545.png 1024w\" sizes=\"auto, (max-width: 1416px) 100vw, 1416px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Auto_Scheduling\"><\/span><b>Step 4: Auto Scheduling<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4218 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/7..png\" alt=\"MappyField 365\" width=\"1231\" height=\"753\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/7..png 1231w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/7.-1022x625.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/7.-768x470.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/7.-300x184.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/7.-1024x626.png 1024w\" sizes=\"auto, (max-width: 1231px) 100vw, 1231px\" \/><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><b>Scheduled Start Date<\/b><span style=\"font-weight: 400;\">: Select the date on which you want to start the schedule.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Start Location<\/b><span style=\"font-weight: 400;\">: The location you want to start the route from. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>End Location<\/b><span style=\"font-weight: 400;\">: Enter the location where you want to end the route.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Time Period<\/b><span style=\"font-weight: 400;\">: Select the time period in which you want to schedule a route.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Meeting Duration<\/b><span style=\"font-weight: 400;\">: Select duration for the meeting.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Schedule Start Time<\/b><span style=\"font-weight: 400;\">: Enter the time at which you want to start the schedule.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Schedule End Time<\/b><span style=\"font-weight: 400;\">: Enter the time at which you want to finish the schedule for a day.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Break Start Time<\/b><span style=\"font-weight: 400;\">: Enter the start time for a break for a day.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Break End Time<\/b><span style=\"font-weight: 400;\">: Enter the end time for a break for a day.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Extra\/Buffer Time<\/b><span style=\"font-weight: 400;\">: Select buffer time for the scheduled route.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Working Days<\/b><span style=\"font-weight: 400;\">: Select working days.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Inserting the above details click on the <\/span><b>Schedule <\/b><span style=\"font-weight: 400;\">button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The route will be defined as per inserted details under \u2018Auto Scheduling\u2019 and you will get the Route as per the \u2018Shorted Path First\u2019 (SPF) Algorithm.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4219 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/8..png\" alt=\"MappyField 365\" width=\"1404\" height=\"720\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/8..png 1404w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/8.-1022x524.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/8.-768x394.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/8.-300x154.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/8.-1024x525.png 1024w\" sizes=\"auto, (max-width: 1404px) 100vw, 1404px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_5_Save_Scheduled_Route\"><\/span><b>Step 5: Save Scheduled Route<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You can save the plotted route for any further use. By clicking on the <\/span><b>Save schedule<\/b><span style=\"font-weight: 400;\"> button, it will open a <\/span><b>Save Route<\/b><span style=\"font-weight: 400;\"> popup.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Insert the Route name and select the user for that Route. By clicking on the Save button the routes will be saved.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4220 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/9..png\" alt=\"MappyField 365\" width=\"1420\" height=\"755\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/9..png 1420w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/9.-1022x543.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/9.-768x408.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/9.-300x160.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/10\/9.-1024x544.png 1024w\" sizes=\"auto, (max-width: 1420px) 100vw, 1420px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">So the sales executive or service reps can visit the appointment as per the scheduled route and provide the sales demo or services related to the products or anything.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you are facing any issues with any feature, feel free to reach out to us at <\/span><a href=\"mailto:sales@appjetty.com\"><span style=\"font-weight: 400;\">sales@appjetty.com<\/span><\/a><span style=\"font-weight: 400;\"> or you can also tweet at us at <\/span><a href=\"https:\/\/twitter.com\/appjetty\"><span style=\"font-weight: 400;\">@appjetty<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Smooth operations are a winning factor of any sales team and achieving this is not easy. There are too many things that can go wrong and too many ways get sidetracked from your goals. But with the right tool, your sales team might just get the boost they need. This is where MappyField 365 comes&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/autoschedule-route-for-selected-record-using-mappyfield-365\/\">Continue reading <span class=\"screen-reader-text\">Autoschedule Route for Selected Record using MappyField 365<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":4224,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-4208","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Autoschedule Route for Selected Record using MappyField 365 - AppJetty<\/title>\n<meta name=\"description\" content=\"Smooth operations are a winning factor of any sales team and achieving this is not easy. 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